ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,347,270 | +3.2% | 48,922 | +6.3% | 0.61% | +6.8% |
| Q2 2023 | $3,243,066 | +12.0% | 46,014 | +1.5% | 0.57% | -8.9% |
| Q1 2023 | $2,895,871 | +24.2% | 45,326 | +13.7% | 0.63% | +25.0% |
| Q4 2022 | $2,332,494 | +10.2% | 39,872 | +8.9% | 0.50% | -14.6% |
| Q3 2022 | $2,117,000 | +9.7% | 36,599 | +14.5% | 0.59% | +12.4% |
| Q2 2022 | $1,929,000 | -14.9% | 31,963 | +7.8% | 0.52% | -10.3% |
| Q1 2022 | $2,266,000 | +3.8% | 29,662 | +13.7% | 0.58% | -48.0% |
| Q4 2021 | $2,183,000 | +24.2% | 26,091 | +9.7% | 1.12% | +13.1% |
| Q3 2021 | $1,758,000 | -2.4% | 23,779 | +0.0% | 0.99% | -6.3% |
| Q2 2021 | $1,801,000 | +22.8% | 23,768 | +5.5% | 1.06% | +11.4% |
| Q1 2021 | $1,467,000 | +10.7% | 22,535 | +8.5% | 0.95% | +2.4% |
| Q4 2020 | $1,325,000 | – | 20,769 | – | 0.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |